G3 Endowment Policies Package - $1,750.00

G3 Endowment Policies Package:

  • Endowment Policy
  • Statement of Investment & Spending Policy
  • Donor Agreement - For General Purposes
  • Donor Agreement - For Special Purpose Funds

G3 Endowment Policies Package also includes:

(i) an educational video relating to the Policies and Agreements,
(ii) a video which discusses (A) the role of nonprofit fiduciaries, (B) the legal duties of a nonprofit fiduciary, (C) methods to limit the liability of the nonprofit's fiduciaries, and (D) the importance of a Mission Statement,
(iii) a series of powerpoint slides for 3 consecutive Board meetings to foster understanding and approval by the Board for the entire package,
(iv) Board resolutions approving each Policy and Donor Agreement within the package, and
(v) one hour of consultation time.

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